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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1676
Tandem Investment Advisors
South Carolina
– -$203K -1,096 Closed
FOA
1677
Five Oceans Advisors
California
– -$203K -1,092 Closed
FHA
1678
Flagship Harbor Advisors
Massachusetts
– -$194K -1,044 Closed
QL
1679
Quarry LP
New York
– -$167K -902 Closed
CBB
1680
Citizens Business Bank
California
– -$313K -890 Closed
EI
1681
eCIO Inc
Wisconsin
– -$134K -724 Closed
Cohen & Steers
1682
Cohen & Steers
New York
– -$130K -700 Closed
PCFFS
1683
Pacific Center for Financial Services
California
– -$124K -615 Closed
RAM
1684
Reflection Asset Management
South Carolina
– -$88.9K -479 Closed
DWA
1685
Dougherty Wealth Advisers
Minnesota
– -$62K -334 Closed
GPI
1686
General Partner Inc
Pennsylvania
– -$55.3K -298 Closed
Migdal Insurance & Financial Holdings
1687
Migdal Insurance & Financial Holdings
Israel
– -$51K -273 Closed
SVWA
1688
Sarver Vrooman Wealth Advisors
Missouri
– -$48.6K -262 Closed
VT
1689
Volterra Technologies
New York
– -$44.8K -249 Closed
BSB
1690
Bangor Savings Bank
Maine
– -$38.2K -206 Closed
NL
1691
Navalign LLC
California
– -$35.5K -191 Closed
EW
1692
Elyxium Wealth
California
– -$33.9K -183 Closed
OP
1693
Oslo Pensjonsforsikring
– -$34K -183 Closed
HHMI
1694
Howard Hughes Medical Institute
Maryland
– -$19.7K -106 Closed
CIA
1695
Cape Investment Advisory
Georgia
– -$19.1K -103 Closed
GAFA
1696
Garton & Associates Financial Advisors
Kentucky
– -$19K -103 Closed
LAS
1697
Lloyd Advisory Services
Georgia
– -$16.9K -91 Closed
SC
1698
Steph & Co
Wisconsin
– -$16.7K -90 Closed
GWM
1699
Greenline Wealth Management
Florida
– -$13.9K -75 Closed
NWM
1700
Navigoe Wealth Management
California
– -$12K -70 Closed